Position in IMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,699
-$32,780 QoQ
Shares Held
4,193
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 409 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in IMO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Focus Partners Wealth holds $533,528,543 across 12 Oil & Gas Integrated names. IMO ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,730,155 | $286,790,492 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
1,246,347 | $170,400,561 | |
| 3 | SU |
Suncor Energy Inc
|
698,283 | $37,483,831 | |
| 4 | SHEL |
Shell plc
|
182,833 | $14,176,870 | |
| 5 | BP |
Bp PLC
|
321,894 | $11,893,983 | |
| 6 | TTE |
TotalEnergies SE
|
81,392 | $6,329,041 | |
| 7 | NFG |
National Fuel Gas Co
|
31,740 | $2,450,645 | |
| 8 | E |
Eni Spa
|
26,748 | $1,253,411 |
All Filings in IMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,699 | 4,193 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $502,479 | 3,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $319,778 | 3,705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $287,918 | 3,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $340,969 | 4,290 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $200,181 | 2,768 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||